Odaily星球日报讯 摩根大通资产管理公司首席全球策略师 David Kelly 说，美联储可能会在今年年底前维持利率不变。他指出，如果预计通胀会因关税而上升，那么到 2026 年才会消退。“到明年年底，经济应该会降温。通胀应该会降温，也许他们会给我们一些更低的利率。”“现在，不要屏息等待美联储的低利率，因为他们似乎没有任何提供低利率的意图。”（金十）

Odaily星球日报讯 Circle 首席执行官 Jeremy Allaire 在 X 平台发文表示，Circle 支付网络 CPN 网络上的每个节点都为所有网络参与者创造更多价值，并为稳定币和法币创造更大的全球流动性。根据 Circle 此前公布信息，机构可以使用 USDC 和 EURC 等稳定币在 Circle 支付网络 CPN 全天候转移价值，不需要与每个单独的支付提供商进行整合。

Odaily星球日报讯 XRP Ledger拟通过即将推出的XAO DAO采用去中心化治理，XAO DAO是其首个由社区主导的组织，旨在利用XRP代币推动提案、资助以及链上决策制定。（Cointelegraph）

Odaily星球日报讯 Greeks.live 宏观研究员 Adam 发布中文社区简报，其中指出：群组对中东地缘政治风险反应较为冷静，认为伊朗以色列冲突雷声大雨点小，市场并未出现预期的剧烈波动。交易者普遍关注 10.5 万美元筹码集中区域，预期 7 月波动不会小，但对短期方向存在分歧。

According to PANews, the ETH/BTC ratio has been fluctuating within a narrow range since mid-May, indicating a waning interest in Ethereum and a general delay in the onset of the altcoin season. Analyst @CryptoFellaTx recently highlighted that the ETH/BTC chart is a crucial indicator for assessing the potential recovery of altcoins. Currently, the ratio hovers around 0.024, a level that marked the cycle bottom in 2019 and 2020, followed by a strong rebound in Ethereum. However, the analyst emphasized that a significant reversal for altcoins requires Ethereum to demonstrate a clear signal of strength.

Odaily星球日报讯 香港胜利证券表示将推出结构性产品如双币理财，客户存比特币可赚利息，类似卖出期权，起投门槛低（10 万美元），产品面向 PI 客户。下半年计划推出 4-6 款产品，包括结构性产品、借贷、OTC 及 DAMS 相关服务。RWA 方面，持续推进 IP、黄金等项目，探索二级市场。（Techub）

ETH,Etherealize 研报：看涨以太坊 数字时代的新石油 金色财经,数字石油，价值储存和数字经济的全球储备资产。

TL;DR Compensation Payout: The 1inch Foundation has introduced a plan to reimburse victims of the October 2024 exploit, proposing a total payout of $768,026 in USDC. Exploit Details: Hackers exploited vulnerabilities in an animation library integrated into the platform, exposing significant security flaws and leaving many users at risk. Strict Claim Process: The reimbursement strategy. source: https://crypto-economy.com/1inch-proposes-reimbursement-plan-for-october-exploit-victims/

Odaily星球日报讯 美联储维持政策利率不变，并暗示下个月会议后仍可能维持高利率。分析师预计，观望态度将使市场盘整持续数月，而这种趋势对比特币有利。 BRN 首席分析师 Valentin Fournier 补充称，通胀已降温，关税担忧有所缓解，但美国经济增长放缓引发了滞胀担忧。美联储主席杰罗姆·鲍威尔在会后的新闻发布会上表达了对“通货紧缩趋势”的信心，语气略显鸽派，但他指出，就业增长稳健，消费者支出强劲，这为政策制定者维持高利率提供了空间。由于没有降息的紧迫性，美联储重申了观望态度，将首次降息的预期推迟到 9 月。由于比特币是一种去中心化、无国界的数字资产，无论美联储的国内政策立场如何，都具有吸收这些资本流入的独特优势。（The Block）

Solana (SOL) is trading at $145. 50, but under the surface, tension is building across derivatives markets. The latest 30-day Solana Exchange Liquidation … Continue reading The post Monster $1. source: https://finbold.com/monster-1-5-billion-solana-short-squeeze-alert/

According to Odaily, Purpose Investments Inc., a digital asset ETF management company, has announced that it will waive the management fees for its Purpose XRP ETF until February 1, 2026. This ETF is currently the only one offering Canadian dollar-hedged units for XRP. Previously, the management fee was set at 0.89%.

当全球最大的零售商开始绕过传统银行以节省数十亿美元的费用时，这不仅仅是加密货币的普及。

SOL Strategies 向美国证券交易委员会提交了 40-F 表格，允许其在纳斯达克以股票代码 STKE 进行交易。

South Korea’s financial regulators are investigating fees charged by local crypto exchanges to see if they are too high for everyday users. The reviews could lead to new rules to lower or cap fees and make trading fairer for retail investors.

RWA,没有稳定币的 RWA——都是耍流氓 金色财经,RWA成了任人打扮的小姑娘。

Binance founder and former CEO Changpeng “CZ” Zhao has called on cryptocurrency platforms to prepare for the future by enabling users to pass on their digital assets in the event of their death.

Sol Strategies, a Canadian crypto investment firm, has applied to list on Nasdaq after heavily investing in Solana tokens and staking operations. Despite a recent $3.5 million loss, the company aims to raise more capital and grow its presence in the US market.

在跨境支付场景测试中，京东稳定币呈现出交易速度快、成本低、服务全年不中断等特点。这使它非常适合目前的国际贸易结算应用.

币、股、支付、合约...全方位布局，并在自家公链 Base 上完成闭环。Coinbase 的野心正在彻底显形。

2025年加密市场进入一个由制度博弈主导、流动性重构引导的新周期。